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25 most powerful women in banking and finance: American Banker

25 most powerful women in banking and finance: American Banker

Posted by RJ & Makay on April 2, 2012

On the 10th anniversary of American Banker magazine’s 25 Most Powerful Women in Banking  program, the publication is inviting applications for its 2012 rankings.  The three main categories are: 1) 25 Most Powerful Woman in Banking, 2) 25 Most Powerful Women in Finance and 3) 25 Women to ...

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25-most-powerful-women-in-banking, abigail-johnson, american-banker-magazine, beth-mooney, bny-mellon, colleen-johnston, fidelity-investments, karen-peetz, keycorp, td-bank-group

HSA participants save more for retirement

HSA participants save more for retirement

Posted by RJ & Makay on July 28, 2011

Saving for health care costs and saving for retirement do not have to be mutually exclusive decisions, according to a recent Fidelity Investments study.  The study found that employees who invest in employer-sponsored Health Savings Account programs (HSA’s) tend to be bigger savers in their 401(k) retirement savings ...

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401k, aite-group, alois-pirker, fidelity-investments, health-savings-account, hsa, retirement-savings, william-applegate

TIAA-CREF to manage California’s 529 college plan

TIAA-CREF to manage California’s 529 college plan

Posted by RJ & Makay on June 20, 2011

California has chosen TIAA-CREF to manage its college savings plan that contains about $4 billion in assets. The ScholarShare Investment Board that oversees the state’s 529 program voted this past Monday to award the investment management firm a five-year contract. TIAA-CREF will replace current manager Fidelity Investments, whose contract ...

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california-529-plan, federal-taxes, fidelity-investments, joe-deanda, management-fees, morningstar, scholarshare, scholarshare-advisor, state-taxes, tiaa-cref, tom-dresslar

Broker-Dealers and RIAs gearing up hiring: Fidelity

Broker-Dealers and RIAs gearing up hiring: Fidelity

Posted by RJ & Makay on May 25, 2011

About 75% of U.S. broker-dealer and independent RIA firms are planning to hire up to 30% more employees over the next 12 months, according to a new Fidelity Investments survey.

Firm executives plan to recruit new brokers and advisors who have existing books of business.  19% of executive respondents ...

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13th-annual-executive-forum, bobbi-masiello, broker-dealer, client-acquisition, fidelity-institutional-wealth-services, fidelity-investments, national-financial, recruitment, ria, scott-w-dellorfano

Bigger broker teams going independent

Bigger broker teams going independent

Posted by RJ & Makay on October 14, 2010

Fidelity Investments say breakaway brokers are bigger in terms of the client assets they manage, even though these brokers may be shrinking in numbers this year.

In the first nine months in 2010, nearly 120 brokers or teams with a combined $8 billion in assets left big brokerages to form ...

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breadaway-brokers, fidelity-investments

The Americans with Disabilities Act is ten years old

The Americans with Disabilities Act is ten years old

Posted by RJ & Makay on July 26, 2010

Today marks the ten-year anniversary of the day the Americans with Disabilities Act was signed into law. Its enactment has presented both challenges and opportunities for banks.  Customers with disabilities are a unique market, and they make up quite a large group.  The U.S. Census Bureau reports that there ...

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10th-anniversary-of-the-americans-with-disability, accessible-banking-program, ada, americans-with-disabilities-act, bank-of-america, citigroup, deafhard-of-hearing-investor-services, fidelity-investments, marketing-to-people-with-disabilities, merrill-lynch, national-city-bank, people-with-disabilities, the-us-census-bureau